Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Sm Cap Val Idx Adm Mutual Fund in their Schedule of Assets, totaling $870K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KEAN MILLER LLP KEAN MILLER LLP SELF EMPLOYED RETIREMENT PLAN AND TRUST | BATON ROUGE LA | 375 | $162.9M | $783K |
| 2 | GOLDEN VALLEY HEALTH CENTERS GOLDEN VALLEY HEALTH CENTERS 403(B) PLAN | ATWATER CA | 1,125 | $50.8M | $57K |
| 3 | CD NEWCO, LLC CURVE DENTAL 401(K) PLAN |
PROVO UT |
| 186 |
| $4.6M |
| $29K |
